What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the New Bern, NC area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Every New Bern, NC Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Tara Hughes
CPA/PFS, CGMA
BlueSky Wealth Advisors
New Bern, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in New Bern, NC, serving clients locally and across the country
John Staton
MBA
BlueSky Wealth Advisors
New Bern, NC
Specialties: Comprehensive Financial Planning, Personal CFO Services, Tax Planning and Preparation, Retirement Income Planning, Investment Management, Charitable Giving, Estate Planning
Through our highly personalized blend of investment management and financial planning, we help disciplined savers win the tax game, make work optional, and create a legacy they love. Located in New Bern, NC and serving clients across the country.
Christie Bonacci
CPA/PFS, MAC
BlueSky Wealth Advisors
New Bern, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in New Bern, NC, serving clients locally and across the country
David Blain
CFA
BlueSky Wealth Advisors
New Bern, NC
Specialties: Comprehensive Financial Planning, Small Business Advice, Investment Management, Real Estate Investing, Tax Planning
Fee-Only Financial Planner Serving Clients from BlueSky's New Bern, NC Office